AUMdb

Hannay Reels, Inc. Employee Retirement Plan

Sponsored by Hannay Reels, Inc. · EIN 141270107 · Plan #001

Total assets
$38.4M
Net assets
$38.4M
Active participants
175
With balances
152

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Milliman, Inc. Recordkeeping, Copying and duplicating, Participant loan processing $47,325
Charles Schwab Trust Bank Custodial (securities), Trustee (directed), Shareholder servicing fees $12,965
Charles Schwab & Co., Inc, Custodial (securities), Shareholder servicing fees $0